How do I connect my email inbox to Visualist?

Connect Google to use your Gmail for client email in Visualist. Once it’s connected, you send and reply from the Emails page and from each Hub’s Messages tab, and what you do in either place syncs with Gmail.

Before you start

You need the Core plan or the Growth plan to connect Google in Connected apps. On the Free plan, Connect Google opens an upgrade.

Connect Gmail

1. Open Connected apps. Open Business Center from the rail and select Connected apps.
2. Connect Google. On the Google card, select Connect Google.
3. Authorize Google. Sign in to Google, allow access, and return to Visualist.
4. Confirm Gmail is on. Under Connected account, keep the Gmail switch on. You can also turn on Google Calendar and Google Drive here.

You can also open the Emails page and select Connect your email when no Gmail account is connected.

What syncs with Gmail

Read and unread, archive, delete, and drafts sync both ways. A message you delete in Visualist goes to Gmail’s trash, and a draft you start in either place appears in both.

Who sees your email

Your mailbox is private. In a team workspace, team members don’t see it, and you don’t see theirs. To share one email with a Hub, open it and select Add to Hub. See How do I copy something to another Hub, or add an email to a Hub?.

Manage the connection

Turn the Gmail switch off to pause Gmail and keep the Google connection. Select Disconnect on the Google card to disconnect Google from Visualist.

If something goes wrong

• Connect Google opens an upgrade. You’re on the Free plan. See How do I change my plan?.
• About your business says Vai lost access to your Gmail. Connect Google again in Connected apps.
• Mail stopped arriving. Check that the Gmail switch is on. If it is, select Disconnect and connect again.

Next, see How do I send and reply to a client by email?.